Team Financial Group’s Wells Fargo WFC Stock Holding History

Team Financial Group’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-62	Closed	-$2.53K	–	236
2023 Q3	$2.53K	Buy	+62	New	+$2.68K	﹤0.01%	171

Other funds holding WFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Team Financial Group's WFC Position: Q4 2023 in Review

Team Financial Group sold out of Wells Fargo (WFC) in Q4 2023, closing a stake of 62 shares — an estimated $2.53K sold.

Team Financial Group first reported a position in WFC in Q3 2023 and held it in 1 quarter. The position peaked at $2.53K in Q3 2023. 2,149 funds tracked by Wall St. Rank hold WFC as of Q4 2023.

Team Financial Group reported no remaining Wells Fargo position as of Q4 2023 after selling out during the quarter.
Team Financial Group sold 62 Wells Fargo shares in Q4 2023, an estimated $2.53K.
Team Financial Group first reported a position in Wells Fargo in Q3 2023 and held it in 1 quarter.
Team Financial Group's Wells Fargo position peaked at $2.53K in Q3 2023.
2,149 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2023.

Based on Team Financial Group's 13F filing for Q4 2023, filed 14 Feb 2024.